Blogs
Explore Insights and Strategies for Financial Success
The 5 Retirement Questions Smart People Ask
You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. In this episode, we’ll shift some common financial questions to better, more productive ones that can dramatically change how your retirement planning unfolds. Here’s some of what [...]
5 Financial Advisor Red Flags You Can’t Ignore
How do you know if the financial advisor you’re working with is actually the right fit or a costly mistake waiting to happen? Steve pulls back the curtain and shares five major red flags that often show up in unhealthy advisor relationships. If something feels off, this conversation will help [...]
What It’s Really Like to Be a Client of a Financial Advisor
We spend plenty of time talking about how to become a client, but today we flip the script and talk honestly about what it’s like once you’ve actually become a client. Steve pull backs the curtain on how real planning works, how communication evolves over time, and why the advisor–client [...]
Retirement Health Care Costs Just Jumped Again (2025 Update)
Fidelity just released their 2025 Retiree Health Care Cost Estimate, and the number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retirement. Steve breaks down what this means, why it matters, and how to prepare [...]
The Financial Power of Thankfulness
Thanksgiving gives us the perfect excuse to pause and appreciate what’s going right, financially and otherwise. Gratitude doesn’t just lift your mood; it has a real impact on how you save, spend, and plan for the future. When we slow down long enough to acknowledge what we have, it becomes [...]
Do Your Feelings Belong in Your Financial Plan?
Most people think financial planning is about calculators, spreadsheets, and strategies, but that’s only half the story. The way you feel about money can influence your decisions just as much as the numbers do. Steve explores how emotions shape retirement choices, investment preferences, debt decisions, and even legacy goals. Numbers [...]
